How big is Westney Associates LLC's plan?

Westney Associates LLC's plan reported $241K in assets and 43 participants for 2024.

Original filing (PDF)20250718174502NAL0002182881001

Westney Associates LLC

Name: Westney Associates LLC — Westney Associates - 401(k), Form 5500 (2024)
Creator: Westney Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westney Associates - 401(k)

401(k) retirement plan · Westney Associates LLC's Westney Associates - 401(k) held $241K in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

People on this filing

Nick Rice signed Westney Associates LLC's 2024 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Westney Associates LLC's EIN is 26-0297894.

EIN 26-0297894

Plan number 001

Plan year 2024

ACK ID 20250718174502NAL0002182881001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westney Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westney Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTNEY ASSOCIATES LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score